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Octagon Capital Advisors’s Vera Therapeutics VERA Stock Holding History

Octagon Capital Advisors’s Portfolio VERA Stock Details VERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-70,000
Closed -$1.12M – 47
2023
Q2 		$1.12M Sell
70,000
-725,000
-91% -$6.55M 0.16% 37
2023
Q1 		$6.17M Buy
795,000
+129,844
+20% +$1M 0.89% 21
2022
Q4 		$12.9M Buy
665,156
+131,892
+25% +$2.39M 2% 12
2022
Q3 		$11.4M Sell
533,264
-41,736
-7% -$781K 1.96% 11
2022
Q2 		$7.83M Hold
575,000
– – 2.09% 10
2022
Q1 		$13.5M Sell
575,000
-95,940
-14% -$2.06M 2.92% 12
2021
Q4 		$17.9M Sell
670,940
-25,186
-4% -$557K 3.49% 10
2021
Q3 		$12.1M Sell
696,126
-436,545
-39% -$7.8M 2.97% 11
2021
Q2 		$15M Buy
+1,132,671
New +$17.6M 3.11% 9

Other funds holding VERA

CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

Octagon Capital Advisors's VERA Position: Q3 2023 in Review

Octagon Capital Advisors sold out of Vera Therapeutics (VERA) in Q3 2023, closing a stake of 70,000 shares — an estimated $1.12M sold.

Octagon Capital Advisors first reported a position in VERA in Q2 2021 and held it in 9 quarters. The position peaked at $17.9M in Q4 2021. 84 funds tracked by Wall St. Rank hold VERA as of Q3 2023.

  • Octagon Capital Advisors reported no remaining Vera Therapeutics position as of Q3 2023 after selling out during the quarter.
  • Octagon Capital Advisors sold 70,000 Vera Therapeutics shares in Q3 2023, an estimated $1.12M.
  • Octagon Capital Advisors first reported a position in Vera Therapeutics in Q2 2021 and held it in 9 quarters.
  • Octagon Capital Advisors's Vera Therapeutics position peaked at $17.9M in Q4 2021.
  • 84 funds tracked by Wall St. Rank held Vera Therapeutics as of Q3 2023.

Based on Octagon Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.